Tobey Miller, CFP®

Tobey Miller, CFP®Tobey Miller, CFP®Tobey Miller, CFP®

Tobey Miller, CFP®

Tobey Miller, CFP®Tobey Miller, CFP®Tobey Miller, CFP®
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      • LPL Partnership
      • How We Work Together

  • Home
  • Our OSJ Team
  • About Us
    • Why a CFP® Professional?
    • Founders Video
    • Privacy Policy
  • LPL Financial
    • LPL Partnership
    • How We Work Together

Our OSJ Team

Tobey Miller, CFP®


LPL Financial Advisor

tobey.miller@lpl.com

248.353.6570 Southfield

248.498.4800 Troy

586.850.1532 Cell Phone


Tobey is the founding member of Tobey Miller, Financial Advisor LLC since 2018 upon joining LPL Financial.  He began his career in financial services in 2008 and currently holds his 

Series 7, 66, 9 & 10.  Tobey is also a CERTIFIED FINAN


LPL Financial Advisor

tobey.miller@lpl.com

248.353.6570 Southfield

248.498.4800 Troy

586.850.1532 Cell Phone


Tobey is the founding member of Tobey Miller, Financial Advisor LLC since 2018 upon joining LPL Financial.  He began his career in financial services in 2008 and currently holds his 

Series 7, 66, 9 & 10.  Tobey is also a CERTIFIED FINANCIAL PLANNER™ and holds his life and health insurance licenses to protect his clients, their families and their assets.  


As an alumni of Juilliard and The University of Michigan, Tobey enjoys singing, watching sports and exercise.  He loves being a husband to Savannah and a father to Elizabella and Madeline.  Community involvement through church and discipleship brings him joy as well as serving anyone in need.  

Kimberly Casbar

 

Director of Operations


Kim has been working in the industry for over 30 years and Kim currently holds Series 7, 63, 9 & 10. She took an interest in the operation side of the business which became very helpful in working with Financial Advisors as well as their clients.

In her free time, she enjoys spending time with her family and friends, bowling, and taking her dog for walks.

Jackie Brundage

Randy Malloy, CFP®

 

 Branch Office Manager, Troy Michigan Location

jackie.brundage@lplfinancial.com

248.498.4800


Jackie brings more than 15 years of financial services industry experience to her role as office manager. She provides administrative and advisor support services and operational oversight, helping to ensure a consistently superior experience for th

 

 Branch Office Manager, Troy Michigan Location

jackie.brundage@lplfinancial.com

248.498.4800


Jackie brings more than 15 years of financial services industry experience to her role as office manager. She provides administrative and advisor support services and operational oversight, helping to ensure a consistently superior experience for the firm’s clients, associates, and team members. Her personal philosophy centers on making a positive impact each day in the support of the ongoing growth and success of the firm and its clients.

Jackie loves being a wife, mom and a new grandma and any time spent with her family. She enjoys cooking, baking, gardening, “doing it yourself” projects and riding the motorcycle (as passenger!) She and her husband also spend time together in church work, teaching, counseling and helping others in their community.




Randy Malloy, CFP®

Randy Malloy, CFP®

  

Para Planner


Randy works in the Financial Planning Department. His role includes analyzing clients’ financial situations and collaborating with advisors to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms, including eMoney and Morningstar Works

  

Para Planner


Randy works in the Financial Planning Department. His role includes analyzing clients’ financial situations and collaborating with advisors to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms, including eMoney and Morningstar Workstation. Randy's experience, specifically in financial planning coupled with his FINRA Registrations, allow him to support advisors with Case Design services.

Prior to joining the America Group team, he gained his training and experience from his previous work in financial planning with Hantz Financial Services where he specialized in financial planning. He holds a Series 7 and 66 registrations with LPL Financial. He is licensed in the State of Michigan for Life, Health, VC, Property and Casualty.

Randy is a graduate from Oakland University with a bachelor’s degree in finance. When he’s not working you can find him spending time with family and friends. He also loves playing or watching Ice Hockey.

Josiah Minch

Josiah Minch

Josiah Minch


IT Systems Analyst


Josiah joined the team with nearly a decade of experience in the IT field ranging from basic help desk procedures to Data Systems Administration and configuration. Josiah spent 9 years in the United States Marine Corps, the majority of this time he held the rank of Sergeant, during this time Josiah deployed twice aboard 


IT Systems Analyst


Josiah joined the team with nearly a decade of experience in the IT field ranging from basic help desk procedures to Data Systems Administration and configuration. Josiah spent 9 years in the United States Marine Corps, the majority of this time he held the rank of Sergeant, during this time Josiah deployed twice aboard the USS Iwo Jima as part of the 24th and 26th Marine Expeditionary Units. For his last Duty Station, Josiah spent 2 years at the Marine Corps Communications School in Twentynine Palms California teaching 345 Marines as an instructor with the Data Systems Administrator Course.

Josiah and his wife have a daughter named Isabel who was born at the naval hospital aboard Camp Lejeune, NC. Josiah plays Tenor Saxophone for a local band called 75 Days of Sun and also enjoys playing guitar, exercising, and if time and space permits Josiah enjoys painting landscape scenes.

Cheryl Vink

Josiah Minch

Josiah Minch


Receptionist and Support


Cheryl is located in the Southfield, Michigan office.  


cheryl.vink@lplfinancial.com

248.353.6570

Holly Casady

Josiah Minch

Holly Casady


Client Service Associate


Holly has been working in financial services for 6 years and is a welcomed addition to our team.  Holly holds her SIE and Series 7 and specializes in the client onboarding process.  Holly enjoys singing in choirs and enjoys any portion of her work that involves complex problem solving.  


Holly is located at our Sout


Client Service Associate


Holly has been working in financial services for 6 years and is a welcomed addition to our team.  Holly holds her SIE and Series 7 and specializes in the client onboarding process.  Holly enjoys singing in choirs and enjoys any portion of her work that involves complex problem solving.  


Holly is located at our Southfield office and can be reached at (248) 485-8128.


holly.casady@lplfinancial.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  LPL client relationship summary form.   


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC.  


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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, IL, MI, GA, KY, MS, TX.


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